Event Calendar

October 12, 2021 October 2021 Breakfast Meeting
Jesse D. Sitz
October 13, 2021
NATIONAL EVENT:
NAEPC Webinar: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 2, 2021
NATIONAL EVENT:
58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
Your Favorite Nationally-Recognized Experts
November 9, 2021 November 2021 Lunch Meeting
Legislative Update
December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
January 11, 2022 January 2022 Happy Hour
Jodi McGill & Stacie Neussendorfer
February 8, 2022 February 2022 Lunch Meeting
Competency Issues in Estate Planning
March 15, 2022 March 2022 Lunch Meeting
Cryptocurrency - rules related to gifting
April 12, 2022 April 2022 Breakfast Meeting
TBA
May 10, 2022 2022 Annual Meeting
TBA
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